Bank Plus Wealth Management LLC Columbia ETF Tr I Diversified Transaction History

Bank Plus Wealth Management LLC

  • $151 Billion
  • Q2 2025

A detailed history of Bank Plus Wealth Management LLC transactions in Columbia ETF Tr I Diversified stock. As of the latest transaction made, Bank Plus Wealth Management LLC holds 49,494 shares of DIAL stock, worth $913,659. This represents 0.6% of its overall portfolio holdings.

Number of Shares
49,494
Previous 38,769 27.66%
Holding current value
$913,659
Previous $693 Million 30.03%
% of portfolio
0.6%
Previous 0.51%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
$17.43 - $18.21 $186,936 - $195,302
10,725 Added 27.66%
49,494 $901 Million
Q1 2025

Apr 25, 2025
BUY
$17.36 - $17.95 $162,663 - $168,191
9,370 Added 31.87%
38,769 $693 Million
Q4 2024

Jan 22, 2025
BUY
$17.52 - $18.45 $515,070 - $542,411
29,399 New
29,399 $515 Million

Others Institutions Holding DIAL

# of Institutions
56
Shares Held
13.3M
Call Options Held
0
Put Options Held
0
View Full List

About COLUMBIA ETF TR I DIVERSIFIED

DIAL Quotes by TradingView
  • Ticker DIAL
  • Sector ETFs
  • Industry ETFs
More about DIAL
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